Rick Jones - Solution based Lender

How many hours have you spent reviewing tax returns and calculating income from k1's?
What if there's an easier way to qualify your self-employed borrower?

Plot Twist...

There is

call/text/email
817-913-7622
[email protected]

You'll be glad you did

I created an email template that was inspired by Elon Musk's email to government employees. I started using this ~4 weeks ago and have noticed a difference in organization and workflow.

Week of (month/day) summary
Birdseye View-

Broker Apps Sent:
Broker Pkgs Approved:
Broker Presentation Scheduled:
Scenarios Worked:
Loans Submitted: $

Rating
/5

Key Metrics
Name at least 5 things that you accomplished

Motivation
What are 1 or 2 things that were a challenge or success?

Next Up
What does the next week look like?

Ive added a few things, removed others. Is this something you already do? If not, why?

I highly recommend attending this Town Hall! Very insightful conversations on how non-qm products can add value to you and your clients...

www.linkedin.com